Creatio

Solution

No Code for Finserv

No-Code is the key to building apps and workflows that exceed customer demands, align sales strategies and differentiate marketing. Technology Advisors can help you capitalize on No-Code automation using today’s market leading No-Code platform, Creatio.

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Creatio for Finserv
Solution

Creatio

This award winning CRM system and no code application automation helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.

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Creatio
Service

Creatio Migration

TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance.

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Service

Creatio Integration

Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.

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Creatio integration
Service

Creatio Enterprise Implementation

Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

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Creatio Enterprise Implementation
Service

Creatio Advanced Implementation

Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.

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Creatio advanced implementation
Service

Creatio Basic Implementation

Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.

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Creatio basic implementation
Service

Creatio Implementation

No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.

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Creatio Onboarding
Service

Creatio Support

Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.

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Service

Creatio Training

Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.

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Creatio Training
Upcoming Event

Banking on Success: Critical CRM Selection Steps for Banks

On April 11, 2024

With thousands of solutions on the market, CRM selection can become overwhelming.

We'll explain best practice strategies to narrow your options, ask the right questions, and prioritize key features for CRM success.

Key Webinar Takeaways:
- An…

Register Online
Blog

Build Powerful Content: Use Creatio's Email Templates

Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.

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Creatio email templates
Blog

Creatio's Process Designer: Defined

Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…

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Creatio process designer
Video

How Finserv is Finding Success with CRM

In a recent interview, we asked three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their recent CRM projects. How did they ensure successful outcomes? What did their training look like? How our they handling the management for the long-term? Watch…

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Video

Why Banks & Credit Unions Choose Creatio

In a recent panel interview, we asked Consumers Credit Union, Ent Credit Union, and Cornerstone Bank about their experiences with no code CRM, Creatio. Why did they choose it? How did their teams adjust to using it? How long did it take to implement? Hear their stories in this short video clip.

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Video

How Banks & Credit Unions are Overcoming CRM Challenges

In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they…

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Video

[FULL RECORDING] Conversations on Finserv Innovation

In this discussion panel, we interview three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their CRM journeys with no code CRM, Creatio. Why did they implement CRM? How did they decide what they needed it to do? What were their challenges and…

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Blog

Gartner Predicts a Boom in Low Code Development: What That Means for Your Business

Where is low code being applied? Why is this boom happening? How will this transition impact the competitive landscape? Understanding the influence of low code can help B2B and B2C be proactive about shifts to their business model, so let’s look at what the boom in low code development may mean for…

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low code technology
Blog

How to Summarize Data in Creatio Charts by Calendar Quarter

Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…

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summarize data by date
Video

How to Get Started with No Code CRM

This clip from our recent webinar briefly highlights the two main components of getting started with a no code CRM: planning how you're going to use a system, choosing the right one for your goals, and implementing in phases based on business priorities.

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Video

The Challenges of Disconnected Banking & How CRM Solves for It

In this clip from our webinar, Megan explains how the absence of a single source of truth in banking can create major challenges, and why low code/no code CRM software is a solution.

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Video

The Software Landscape Reality for Banks & Credit Unions

In this clip from our webinar, Megan highlights what the software landscape looks like for most of today's banks and credit unions and explains why that's a problem.

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Video

One Software to Rule Them All

Traditional automation used to require a big IT team and a complicated software overhaul. Today, best-in-class no code solutions are putting automation and app building in the hands of everyday users. This 30 minute webinar explains why this is happening and how banks and credit unions are…

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Blog

How to do ESQ Subquery Filtering in Creatio Based on a Child Object

Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…

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filtering data
Blog

How to Add a Primary Contact Module to a Custom Account Page in Creatio

Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.

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Creatio Primary Contact Module
Blog

How to Create In-App Notifications in Creatio

Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…

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Creatio In-App Notification